Dynamic Advisor Solutions’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Dynamic Advisor Solutions’s Portfolio EPI Stock Details EPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$430K	Sell	10,049 -77,673	-89%	-$3.31M	0.01%	723
2026 Q1	$3.58M	Buy	87,722 +4,929	+6%	+$218K	0.11%	201
2025 Q4	$3.83M	Buy	82,793 +9,919	+14%	+$454K	0.12%	183
2025 Q3	$3.22M	Buy	72,874 +5,470	+8%	+$248K	0.09%	227
2025 Q2	$3.2M	Buy	67,404 +60,567	+886%	+$2.75M	0.1%	223
2025 Q1	$299K	Buy	+6,837	New	+$293K	0.01%	709
2024 Q4	–	Sell	-4,464	Closed	-$225K	–	707
2024 Q3	$225K	Buy	+4,464	New	+$220K	0.01%	846

Other funds holding EPI

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Dynamic Advisor Solutions's EPI Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 89% in Q2 2026, selling an estimated $3.31M and leaving 10,049 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #723.

Dynamic Advisor Solutions first reported a position in EPI in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.83M in Q4 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

Dynamic Advisor Solutions held 10,049 shares of WisdomTree India Earnings Fund ETF worth $430K as of Q2 2026.
Dynamic Advisor Solutions sold 77,673 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $3.31M.
WisdomTree India Earnings Fund ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #723 holding.
Dynamic Advisor Solutions first reported a position in WisdomTree India Earnings Fund ETF in Q3 2024 and has held it in 7 quarters since.
Dynamic Advisor Solutions's WisdomTree India Earnings Fund ETF position peaked at $3.83M in Q4 2025.
250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.